The Margaret and Daniel Loeb Foundation
The Margaret and Daniel Loeb Foundation is a private grantmaking foundation established in 2000 and based in New York City. The foundation is classified as a 501(c)(3) organization and operates as a family foundation supported by Daniel S. Loeb.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$167.4M
+1.5% YoY
Annual Giving
$16.2M
+73.6% YoY
Grant Count
146
+23.7% YoY
Avg Grant Size
$111K
+40.3% YoY
Under IRS private-foundation payout rules, The Margaret and Daniel Loeb Foundation reported a distributable amount of $8.0M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation has not provided a formal mission statement. However, its grantmaking demonstrates support across multiple areas including:
- Education (primary focus, including charter schools)
- Jewish causes and Jewish education
- Philanthropy and grantmaking
- Human services
The foundation is known for significant support of Success Academy Charter Schools.
Grantmaking
The foundation does not appear to have a formal published application process based on available information.
How to Apply
based on available information.
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Geographic Focus
Where this funder awards grants
Primary funding activity occurs in New York, with secondary focus in the District of Columbia and Florida.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2023:
- Total Assets: $164.9 million to $165 million
- Total Revenues: $4.37 million
- Total Expenses: $9.84 million
- Total Liabilities: $5.24 million
- Investment Income and Dividends: $4.29 million
As of December 2024:
- Total Assets: $167.4 million
- Total Giving: $16.2 million
The foundation's revenue is primarily derived from investment income and dividends rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $167,433,237 | $164,884,000 | $134,629,281 |
| Revenue | $9,012,837 | $4,367,068 | $-12,262,769 |
| Expenses | $16,858,113 | $9,837,381 | $10,662,311 |
| Qualifying Distributions | $16,656,757 | $9,636,820 | $9,597,097 |
| Net Investment Income | $8,873,120 | $4,268,006 | $40,312,749 |
| Distributable Amount | $7,991,305 | $7,602,781 | $7,927,699 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Brown University ($3,650,000), Brown Hillel Foundation ($550,000), Chabad of College Hill ($550,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABORTION COALITION FOR TELEMEDICINE NEW YORK, NY | GENERAL OPERATING SUPPORT | $50,000 |
| AFSNC INC NEW YORK, NY | GENERAL OPERATING SUPPORT | $515,000 |
| AHA FOUNDATION NEW YORK, NY | GENERAL OPERATING SUPPORT | $50,000 |
| AISH GLOBAL CLIFTON, NJ | GENERAL OPERATING SUPPORT | $10,000 |
| ALEPH INSTITUTE MIAMI, FL | GENERAL OPERATING SUPPORT | $400,000 |
| ALEXANDER HAMILTON SOCIETY WASHINGTON, DC | GENERAL OPERATING SUPPORT | $50,000 |
| ALLIANCE CHICAGO CHICAGO, IL | GENERAL OPERATING SUPPORT | $15,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION NEW YORK, NY | GENERAL OPERATING SUPPORT | $25,000 |
| AMERICA ISRAEL DEMOCRACY COALITION BRYN MAWR, PA | GENERAL OPERATING SUPPORT | $50,000 |
| AMERICAN ENTERPRISE INSTITUTE WASHINGTON, DC | GENERAL OPERATING SUPPORT | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL S LOEB | DIR/PRES. | 2 | — |
| CARTER POTTASH | DIRECTOR | 0.5 | — |
| MARGARET M LOEB | DIRECTOR | 2 | — |
| NICOLE NADAL | TREASURER | 2 | — |
| ELISSA DOYLE | SECRETARY | 0.5 | — |
Recent News & Activity
Recent developments and announcements
The foundation has been active in Jewish philanthropic initiatives, including support for Jewish education and commemorative giving related to significant community events. The foundation has also redirected funding priorities toward Jewish education initiatives in recent years.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Margaret and Daniel Loeb Foundation fund?
The foundation has not provided a formal mission statement. However, its grantmaking demonstrates support across multiple areas including: • **Education** (primary focus, including charter schools) • **Jewish causes and Jewish education** • **Philanthropy and grantmaking** • **Human services** The foundation is known for significant support of Success Academy Charter Schools.
How do I apply for a grant from The Margaret and Daniel Loeb Foundation?
**Grant Activity (2023):** • Made 125 grants totaling approximately $7.3 million • Typical award range: $911 to $3,650,000 **Recent Notable Grants (2023):** • Brown University: $1,350,000 (Education) • UJA-Federation of New York: $1,050,000 (Jewish Causes) • Success Academy Charter Schools: $575,000 (Education) **Total Giving (2024):** $16,231,624 The foundation does not appear to have a formal published application process based on available information.
Where does The Margaret and Daniel Loeb Foundation make grants?
Primary funding activity occurs in New York, with secondary focus in the District of Columbia and Florida.
What size grants does The Margaret and Daniel Loeb Foundation award?
In 2024, The Margaret and Daniel Loeb Foundation awarded 146 grants totaling $16.2M — an average of about $111K per grant, based on its IRS Form 990 filings.
How much is The Margaret and Daniel Loeb Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Margaret and Daniel Loeb Foundation reported a distributable amount of $8.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Margaret and Daniel Loeb Foundation's EIN?
The Margaret and Daniel Loeb Foundation's EIN (Employer Identification Number) is 52-2251371. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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